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SL advisors Listing
Financial Advisor   

$35MM AUM | $300,000 GDC in Boston, MA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Boston, MA, US
12 Month Gross Revenue
$300,000
Number of Accounts
175
Avg Client Age
50

Overview

Rapidly growing fee based wealth management practice looking to acquire a book of clients to develop and build upon existing client base.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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